You can’t predict the political future but you can plan for it! Here are some estate planning ideas for consideration based on uncertainty as to what proposed income tax law changes might be in 2021 and beyond. Keep in mind that due to fluctuating political winds there are also proposals on the table related to...
Time waiting for the perfect portfolio can cost you……. Searching for the ideal set of circumstances (which never seem to materialize) can prevent you from doing the important investment planning that is necessary for your financial health. So can waiting for that promotion at work, or letting the tax tail wag the investment dog. Are...
Portfolio rebalancing according to your age and goals is really all about asset allocation. At different stages in your life your financial concerns shift, and so you look for your investment portfolio to shift too - from growth to income - as you get older. During these pandemic times, with market volatility, your risk tolerance...
A new Twitter poll finds that 72% of bitcoin investors are bullish about the cryptocurrency and will hold onto it even if the price somehow falls to zero. Cryptocurrencies like Bitcoin and Ethereum are no longer considered “niche” or experimental, but are now widely developed and accepted alternatives to traditional currency. Many large companies are...
Whether it’s a big amount or just a drop in the bucket, be smart with your refund. After all it is YOUR money, not a bonus check from the IRS. Don’t blow it on some impulsive splurge. If you’re wise, you can put it to work for you and improve your financial situation. Treat your...
